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Best Financial Advisors in Rochester Hills

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Rochester Hills, MIRochester Hills, MI

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Rochester Hills, MIRochester Hills, MI

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1700 W. Hamlin Road, Suite 100, Rochester Hills, MI 48309
Rochester Hills, MI 48309
  • Investment Management
  • Financial Planning

Blackheath Capital Management is a financial planning and investment advisory firm in Rochester Hills. The firm is part of a nationwide network of independent advisors who help clients make informed decisions regarding their financial and investment plans. It provides individuals, businesses, and charitable foundations with guidance in financial planning, investment, and insurance matters. Thomas J. DelPup, the founder, is a licensed attorney and Certified Financial Planner. He carries more than 30 years of experience in the areas of financial planning and investment management.

1700 W. Hamlin Road, Suite 100, Rochester Hills, MI 48309
Rochester Hills, MI 48309

Website(248) 650-8280

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2701 Cambridge Court, Suite 220, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Certified Financial Planner (CFP)

Cobblestone Financial Services caters to families and businesses in Rochester Hills. It offers to help each client develop and achieve financial goals, such as retirement funding and family savings. The company then creates a financial strategy to build up the client's funds through investments and trust funds. It also assists retirees and seniors in building estate plans, from education funding to inheritance accounts. Cobblestone Financial Services is run by Clayton Winkler, a Certified Financial Planner who used to be a counter-intelligence agent.

2701 Cambridge Court, Suite 220, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 216-1860

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

900 W. University Suite D, Rochester, MI 48307
Rochester, MI 48307
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Consolidated Financial Management & Tax Service provides full-service financial planning for clients throughout the Rochester Hills area. It offers a gamut of services for individuals and business owners, including retirement planning, estate and investment planning, risk management, education funding, and income tax preparation. It assists clients in determining their asset allocation needs and in developing strategies to manage their finances according to their specific goals. As an independent firm, it works with multiple mutual fund companies and insurance providers to offer clients tailored financial solutions.

900 W. University Suite D, Rochester, MI 48307
Rochester, MI 48307

Website(248) 650-0900

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1460 Walton Blvd., Suite 65, Rochester Hills, MI 48309
Rochester Hills, MI 48309
  • Retirement Planning

DDR Wealth Advisors serves families and individuals in the Rochester Hills metro. It provides wealth management services, including charitable estate and tax analysis and asset-specific planning. The company also crafts personalized wealth protection and transfer strategies to help clients achieve financial security. In addition, it offers long-term care, term and permanent life, and disability income insurance policies. Founder Dennis Richardson received the Horizon Award for Young Professional of the Year in Financial Services from Detroit Regional Chamber of Commerce in 2010.

1460 Walton Blvd., Suite 65, Rochester Hills, MI 48309
Rochester Hills, MI 48309

Website(248) 375-4088

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

950 W. University Dr., #103, Rochester, MI 48307
Rochester, MI 48307
  • Certified Financial Planner (CFP)

Keystone Financial Services, LLC offers customized financial programs to the locals of Rochester Hills. The company's professionals have a fiduciary responsibility to act in the best interest of their clients as Investment Advisor Representatives. Some of the services it offers include investment consulting on asset management, retirement planning, and IRA consolidation; insurance consulting on life, annuities, long-term care, and health; tax consulting and return preparation; and business continuation plans. Leonard Brunkey, Certified Financial Planner, founded Keystone Financial Services in 1988.

950 W. University Dr., #103, Rochester, MI 48307
Rochester, MI 48307

Website(248) 608-3280

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1055 E South Boulevard Suite 230, Rochester Hills, MI 48307
Rochester Hills, MI 48307
  • Certified Financial Planner (CFP)

LifePlan Financial Advisory Group is a firm that assists individuals with managing their finances in the Rochester Hills metro. To help clients grow their assets and achieve their goals, it offers financial planning and investment management services. Focused on navigating the challenges in the financial markets, the team behind LifePlan Financial Advisory Group provides guidance as an accountability partner and coach. As a testament to its expertise and industry knowledge, the company is a part of the Certified Financial Planner community.

1055 E South Boulevard Suite 230, Rochester Hills, MI 48307
Rochester Hills, MI 48307

Website(248) 299-4300

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3121 University Drive Suite 180, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Certified Financial Planner (CFP)

Melone Private Wealth assists clients in Rochester Hills. Individuals and families can get help with managing their finances for current and future needs. Its team advises people on budgeting, insurance policies, and tax planning. The company also provides retirement and estate planning services, along with helping clients with investment portfolios that meet their goals and suit their risk tolerance. Managing member Lou Melone is a Certified Financial Planner with more than 25 years of experience in financial services.

3121 University Drive Suite 180, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 499-8704

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2546 South Rochester Road, Rochester Hills, MI 48307
Rochester Hills, MI 48307
  • Certified Financial Planner (CFP)

PAC Capital Management, Inc., offers financial services in the Rochester Hills area. Its advisors help individuals and families meet their short-term and long-term goals through financial planning. They assist in organizing budgets, choosing insurance policies, and setting up estates to ensure that clients' wealth goes to rightful beneficiaries. The company also partners with clients in managing their taxes and selecting investments that meet their future financial needs. Company president Peter Ciavaglia is a Certified Financial Planner and Chartered Financial Consultant.

2546 South Rochester Road, Rochester Hills, MI 48307
Rochester Hills, MI 48307

Website(248) 289-1401

Show Number
Waterford, MIWaterford, MI
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Patterson Advisors helps the residents of Rochester Hills obtain their financial dreams through goal-based financial planning. The process involves determining a client’s financial picture and visions to identify necessary actions. The firm’s analysis method also prevents excessive debts and helps prepare on-hand funds for short-term goals and emergencies. Patterson Advisors offers annual investment services, including an independent analysis of investment portfolios. Firm professionals David C. Patterson and Erin E. Preston are both Certified Financial Planners.

Waterford, MIWaterford, MI

Website(248) 766-9577

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

439 S Main St, Suite 250, Rochester, MI 48307
Rochester, MI 48307
  • Financial Planning

Rochester Wealth Strategies is an independent firm that caters to families and individuals in the Rochester Hills metro area. It provides a wide range of financial and retirement planning services, including goal monitoring, probability analysis, business succession planning, and estate and beneficiary review. The company also creates 401(k), SEP, IRA, and Roth plans. In addition, Rochester Wealth Strategies deals with investment management, which covers inflation and longevity protection and asset allocation. 

439 S Main St, Suite 250, Rochester, MI 48307
Rochester, MI 48307

Website(248) 434-6550

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

705 Barclay Circle, Rochester Hills, MI 48307
Rochester Hills, MI 48307
  • Certified Financial Planner (CFP)

Founded in 2004, The Athena Financial Group is a female-owned firm that serves clients in Rochester Hills. It provides financial planning services from gathering information about clients' finances, analyzing financial tools, strategizing a plan, to monitoring. Its team of professionals helps clients focus on their goals, plan all stages of their lives, and pay for the services they need. Diane Young, the founder and president of the company, is a current member of Michigan's Women Foundation and gave workshops for Kraft Foods and Mariott Corp.

705 Barclay Circle, Rochester Hills, MI 48307
Rochester Hills, MI 48307

Website(248) 453-5252

Show Number
1700 W. Hamlin Rd. Suite 100, Rochester Hills, MI 48309
Rochester Hills, MI 48309
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Thomas J. DelPup is a financial professional that serves the Rochester Hills metro. DelPup, an attorney and Certified Financial Planner, provides a cross-discipline approach in handling financial, legal matters, and financial planning. He helps business owners, individuals, charitable organizations, and fiduciaries in retirement planning and investment portfolio auditing. Thomas DelPup has been guiding clients in achieving their financial goals for more than 30 years. He and his team assist in estate planning, and life insurance needs analysis.

1700 W. Hamlin Rd. Suite 100, Rochester Hills, MI 48309
Rochester Hills, MI 48309

Website(248) 650-8280

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3121 University Drive Suite 100, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Certified Financial Planner (CFP)

Total Financial Guide Advisors helps clients in the Rochester Hills area. Individuals and families can consult the firm about organizing their finances for current and future expenses. The firm helps create a financial plan that includes cash flow management, insurance policy selection, and estate planning. Its team also advises clients on settling their taxes and creating investment portfolios to finance their long-term goals. Company owner George Barnhart served as chair of the Financial Planning Association of Michigan.

3121 University Drive Suite 100, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 724-0090

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1235 North Main Street Suite 150, Rochester, MI 48307
Rochester, MI 48307
  • Certified Financial Planner (CFP)
  • Tax Planning

Trinitas Planning Group offers fiscal advice to residents situated in Rochester Hills. It assists individuals with their investments, retirement funds, budgeting, and risk management. The advice factors in a person's risk tolerance, timelines, and goals. The group formulates strategies for lawfully minimizing the tax liabilities of customers. In addition, the enterprise aids in handling estates and preserving assets of testators and their families. Trinitas Planning Group employs a selection of finance, tax, and legal professionals to broadly counsel their customers.

1235 North Main Street Suite 150, Rochester, MI 48307
Rochester, MI 48307

Website(248) 963-1154

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

155 Romeo Rd., Suite 700, Rochester, MI 48307
Rochester, MI 48307

Vigilant Financial Services assists individuals in Rochester Hills in organizing finances and wealth. The company guides clients in growing their money by advising them about investment products like bonds, common stocks, IRAs, and treasury bills. Its advisors work with clients in planning their retirement, tax dues, estate, and college funding. They also provide risk management assistance by offering life insurance products. The financial planner at the company, Chuck Snyder, holds several certifications like Certified Tax Specialist and Certified Income Specialist.

155 Romeo Rd., Suite 700, Rochester, MI 48307
Rochester, MI 48307

Website(248) 963-1157

Show Number
3069 University Dr. Suite 200, Auburn Hills, MI 48326
Auburn Hills, MI 48326
  • Retirement Planning

Wiklund & Bond Financial Services, Inc., provides wealth management advice to individuals residing in Rochester Hills. The company counsels its customers on where to invest their savings and how to minimize their tax liabilities within legal parameters. The firm assesses a client's goals, and the resulting plan is adjusted as situations change due to contingencies such as marriage or divorce. Senior Partner Craig M. Wiklund has 30 years of experience in asset management. In his free time, he serves in the community's church.

3069 University Dr. Suite 200, Auburn Hills, MI 48326
Auburn Hills, MI 48326

Website(248) 377-1720

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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